Xero AI Features Training Support

Learn Xero’s Latest Features: Smarter Tools for Your Business

This year Xero has announced exciting new updates that bring powerful AI tools to make running your business easier, faster, and more insightful. Here’s what this means for you as our client:

Meet JAX – Your AI Assistant in Xero

JAX (Just Ask Xero) is now smarter than ever.
It helps with everyday tasks like creating invoices, reconciling bank transactions, and explaining financial information in plain language.
You can even type or speak a request (e.g. “make an invoice for ABC Ltd”) and JAX will do the heavy lifting.

Benefit to you: Less time on admin, more time to focus on your business.

A New, Smarter Dashboard

Xero’s homepage has been redesigned so you can customise it to show what matters most to you.
Quick actions, payment reminders, and cash flow insights are now easier to see in one place.

Benefit to you: Stay on top of money coming in and out—right from your homepage.

Easier Ways to Get Paid & Manage Payments

Progress payments let you request deposits or instalments on invoices.
A new online statement option lets your customers pay multiple invoices at once.

Benefit to you: Faster payments and simpler cash flow management.

Smarter Bank Reconciliation

Xero now uses AI to improve bank reconciliation.
It can suggest new contacts and accounts automatically—so fewer manual entries for you.

Benefit to you: Less time matching transactions, fewer errors.

Faster Support with AI Help

Xero’s help centre is getting smarter, using AI to answer common questions more quickly.

Benefit to you: Get answers when you need them, without the wait.

What This Means for You

Xero’s new AI tools are designed to:

Save you and your team time on office administration tasks
Give you clearer financial insights
Help you get paid faster
Make running your business simpler

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